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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,412 |
ADVISER INVESTMENTS3 years Service code 27 · EIN 27-4946566 | Advisory (Plan) | $46,988 |
Service code 10 · EIN 13-4008185 | Accounting | $18,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,824 | $62,267+23.4% | $110,243-30.3% | $55,725+37.9% |
| Participation rate | 78.3% | 78.1%+0.2pp | 79.8%-1.5pp | 70.9%+7.5pp |
| Annual return | -6.38% | -1.07%-5.3pp | 314.76%-321.1pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,945 | $1,941+0.2% | $3,827-49.2% | $2,078-6.4% |
| Participant deferral / active EE | $5,606 | $3,516+59.4% | $4,672+20.0% | $3,356+67.1% |
| Admin fee / account holder | $338 | $121+179.8% | $8,548-96.0% | $115+193.7% |